Trusts and Wills
Trusts, Wills & Wealth Management
So you want to protect your hard earned assets from creditors and taxes on death?
And would you like to be sure that you will be remembered generation after generation after generation?
We can help.
Want a trust for wealth management?
You need Derek’s expert advice (take a look at his Google reviews, there are over 100 five star reviews) on forming and maintaining a trust structure.
You can read his book and then buy your trust at a discount through the book website, or make a free appointment with him either via Zoom or Google Meet. He’s a Professional Engineer and a Chartered Accountant and you can meet him as often as you like at no charge.
Just want a trust or a will? You can buy them here today.
Trusts
Register a new trust
R13,950.00
- Formation of a new trust.
- Free wills for you and your spouse.
- Unlimited free consultations with our CEO
- Appointment of our CEO as the Accounting Officer for the trust.
- CEO acts as independent professional trustee for 12 months from date of purchase (subject to certain terms and conditions).
- Takes 6 to 12 weeks. Your trust will not need to be registered as a taxpayer
BUY A SHELF TRUST
From R22,500.00
- Free wills for you and your spouse.
- Unlimited free consultations with our CEO
- Appointment of our CEO as the Accounting Officer for the trust.
- CEO acts as independent professional trustee for 12 months from date of purchase (subject to certain terms and conditions).
- Takes 6 to 12 weeks.
Formation of an employee share trust
R24,400.00
- Formation of a new trust.
- Unlimited free consultations with our CEO
- Takes 8 to 14 weeks after submission, not including registering it as a taxpayer
Formation of a community trust
R19,400.00
- Formation of a new trust.
- Unlimited free consultations with our CEO
- Takes 6 to 12 weeks after submission, not including registering it as a taxpayer.
Wills
One or two wills for spouses
R2,900.00
- Creation of one or two wills for spouses
Will with testamentary trust
R13,950.00
- One or two wills for spouses with testamentary trust deed to care for your minor children
Looking for other business services?
Buy a shelf trust NOW
2016 SHELF Trusts
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R24,200.00 Add to cart
Best Way Forward Trust
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R24,200.00 Add to cart
Building for the Future Trust
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R24,200.00 Add to cart
Building Wealth Trust
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R24,200.00 Add to cart
Time for Property Trust